2023 Form 5500 filing — Kelly & Muehler Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008084506NAL0016347153001) for Kelly & Muehler Profit Sharing Plan, reported by Kelly & Muehler, P.L.L.P. under EIN 41-1710187 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241008084506NAL0016347153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly & Muehler, P.L.L.P.
- EIN
- 41-1710187
- Plan number
- 001
- Location
- Medina, MN
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $951,973
- Net assets (EOY)
- $951,973
- Employer contributions
- $20,130
- Participant contributions
- $60,000
- Total income / additions
- $174,029
- Benefits paid
- $57,000
- Total expenses
- $57,061
- Net increase / (decrease)
- $116,968
- Schedule source
- Schedule I